SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)130,342,622.0
- RAUM (discretionary)130,342,622.0
- Actionable assets121,744,396.0
- Accounts (total)39.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM64,122,506.0
- HNW AUM43,763,360.0